Arkolith/Funds/Anchor Capital Advisors LLC

Anchor Capital Advisors LLC

CIK 813933
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·13F-HR
Active Filer

Anchor Capital Advisors LLC holds a diversified book of 251 stocks worth $3.5B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed McKesson Corp. Their largest long position is McKesson Corp at 2% of the equity book.

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Use Arkolith to show ANCHOR CAPITAL ADVISORS LLC's latest
holdings, largest changes, and filing provenance.
Opened
20
new positions
Added to
76
existing
Trimmed
122
reduced
Sold out
15
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
21%
Top 20 holdings
37%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Industrials
19%
Financials
17%
Information Technology
11%
Materials
11%
Health Care
9%
ETF / fund or unclassified
7%
Real Estate
6%
Consumer Discretionary
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

251 positions
#SecurityValueShares% PortLast moveHistory
1McKesson Corp
COM
$84.8M98.0K
2.4%
−11%
Reduced · −13K sh
2Cboe Global MKTS Inc
COM
$81.7M290.8K
2.3%
−2.2%
Reduced · −7K sh
3Analog Devices Inc
COM
$77.2M242.7K
2.2%
−9.7%
Reduced · −26K sh
4Berkley W R Corp
COM
$75.2M1.13M
2.1%
+0.7%
Added · +8K sh
5M & T BK Corp
COM
$71.9M347.7K
2.0%
−1.8%
Reduced · −7K sh
6Ferguson Enterprises Inc
COMMON STOCK NEW
$71.3M305.5K
2.0%
+1.5%
Added · +5K sh
7Diamondback Energy Inc
COM
$69.6M351.8K
2.0%
−2.9%
Reduced · −11K sh
8PNC Finl Svcs Group Inc
COM
$68.8M330.8K
2.0%
−2.6%
Reduced · −9K sh
9CRH PLC
ORD
$67.8M644.8K
1.9%
+0.6%
Added · +4K sh
10Caseys Gen Stores Inc
COM
$67.3M92.5K
1.9%
−4.2%
Reduced · −4K sh
11Air Products And Chemicals I
COM
$63.3M218.0K
1.8%
+11%
Added · +21K sh
12Markel Group Inc
COM
$62.1M32.4K
1.8%
−1.5%
Reduced · −487 sh
13Idacorp Inc
COM
$59.1M413.5K
1.7%
−1.0%
Reduced · −4K sh
14Alliant Energy Corp
COM
$55.4M771.4K
1.6%
−0.9%
Reduced · −7K sh
15Globus Med Inc
CL A
$55.1M639.5K
1.6%
−8.0%
Reduced · −56K sh
16Lamar Advertising Co
CL A
$54.8M432.5K
1.6%
−3.6%
Reduced · −16K sh
17Alcon AG
ORD SHS
$52.5M696.7K
1.5%
−2.8%
Reduced · −20K sh
18Mid-Amer Apt Cmntys Inc
COM
$51.5M422.1K
1.5%
+7.4%
Added · +29K sh
19Hubbell Inc
COM
$51.5M104.9K
1.5%
−2.4%
Reduced · −3K sh
20CNH Indl N V
SHS
$50.8M4.62M
1.4%
+49%
Added · +1.5M sh
21Corteva Inc
COM
$50.1M598.6K
1.4%
−6.1%
Reduced · −39K sh
22Hershey Co
COM
$50.0M240.3K
1.4%
−3.8%
Reduced · −10K sh
23Qnity Electronics Inc
COMMON STOCK
$49.8M432.0K
1.4%
−1.2%
Reduced · −5K sh
24Xcel Energy Inc
COM
$49.0M616.6K
1.4%
−1.1%
Reduced · −7K sh
25TD Synnex Corporation
COM
$48.7M288.8K
1.4%
−1.6%
Reduced · −5K sh
26Dupont De Nemours Inc
COM
$48.3M1.05M
1.4%
−4.0%
Reduced · −44K sh
27Avery Dennison Corp
COM
$46.6M270.1K
1.3%
−0.5%
Reduced · −1K sh
28Expeditors Intl Wash Inc
COM
$46.6M325.5K
1.3%
−3.2%
Reduced · −11K sh
29Te Connectivity PLC
ORD SHS
$45.4M217.3K
1.3%
−0.9%
Reduced · −2K sh
30Toll Brothers Inc
COM
$44.6M327.1K
1.3%
−3.8%
Reduced · −13K sh
31JPMorgan Chase & Co
COM
$44.4M151.1K
1.3%
+1.3%
Added · +2K sh
32Ge Healthcare Technologies I
COMMON STOCK
$44.2M620.5K
1.3%
−7.8%
Reduced · −52K sh
33Otis Worldwide Corp
COM
$42.8M555.2K
1.2%
+2.1%
Added · +11K sh
34Yum Brands Inc
COM
$42.7M274.4K
1.2%
+0.4%
Added · +1K sh
35Arch Cap Group Ltd
ORD
$42.5M443.1K
1.2%
+0.7%
Added · +3K sh
36Teck Resources Ltd
CL B
$41.0M792.6K
1.2%
+25%
Added · +160K sh
37Ishares TR
RUS MDCP VAL ETF
$40.6M278.4K
1.2%
−12%
Reduced · −36K sh
38Corpay Inc
COM SHS
$40.0M137.5K
1.1%
+10%
Added · +13K sh
39Crown Castle Inc
COM
$39.8M489.6K
1.1%
+25%
Added · +99K sh
40Keurig DR Pepper Inc
COM
$39.6M1.50M
1.1%
+16%
Added · +205K sh
41Solventum Corp
COM SHS
$38.5M590.3K
1.1%
+0.4%
Added · +2K sh
42Autodesk Inc
COM
$35.2M147.0K
1.0%
−0.3%
Reduced · −511 sh
43Rexford Indl Rlty Inc
COM
$35.1M1.07M
1.0%
−0.8%
Reduced · −9K sh
44Watsco Inc
COM
$33.2M91.4K
0.9%
+7.0%
Added · +6K sh
45Ishares TR
1 3 YR TREAS BD
$32.9M398.8K
0.9%
+59%
Added · +147K sh
46Berkshire Hathaway Inc Del
CL B NEW
$31.5M65.8K
0.9%
+36%
Added · +17K sh
47Johnson & Johnson
COM
$30.7M125.6K
0.9%
−15%
Reduced · −23K sh
48Sunbelt Rentals Holdings Inc
SHS
$30.1M461.7K
0.9%
New
New position
49Boston Scientific Corp
COM
$29.1M463.7K
0.8%
+0.9%
Added · +4K sh
50Builders Firstsource Inc
COM
$28.7M348.6K
0.8%
New
New position
Showing 50 of 251 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 12, 2026251$3.5B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026251$3.5B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025242$3.5B13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025240$3.4B13F-HR
Q1 2025Mar 31, 2025May 13, 2025241$3.4B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025242$3.5B13F-HR
Q3 2024Sep 30, 2024Oct 31, 2024244$3.8B13F-HR
Q2 2024Jun 30, 2024Aug 6, 2024239$3.6B13F-HR
Q1 2024Mar 31, 2024May 7, 2024238$3.8B13F-HR
Q4 2023Dec 31, 2023Feb 5, 2024238$3.8B13F-HR
Q3 2023Sep 30, 2023Nov 9, 2023263$3.6B13F-HR
Q2 2023Jun 30, 2023Aug 4, 2023267$3.9B13F-HR
Q1 2023Mar 31, 2023May 3, 2023265$3.8B13F-HR
Q4 2022Dec 31, 2022Feb 10, 2023264$3.9B13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022264$3.6B13F-HR
Q2 2022Jun 30, 2022Aug 4, 2022270$3.9B13F-HR
Q1 2022Mar 31, 2022May 6, 2022273$4.7B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022268$5.0B13F-HR
Q3 2021Sep 30, 2021Nov 2, 2021264$4.8B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021262$5.0B13F-HR
Q1 2021Mar 31, 2021May 14, 2021263$4.7B13F-HR
Q4 2020Dec 31, 2020Feb 8, 2021249$4.4B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020249$3.9B13F-HR
Q2 2020Jun 30, 2020Aug 10, 2020244$3.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.